BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.6M
3
+$1.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$775K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.15M
2
+$806K
3
+$643K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$538K
5
DE icon
Deere & Co
DE
+$397K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$74K 0.03%
2,339
-723
177
$73K 0.03%
971
+112
178
$72K 0.03%
1,210
179
$71K 0.03%
1,505
180
$71K 0.03%
621
181
$69K 0.03%
597
+75
182
$69K 0.03%
1,140
183
$69K 0.03%
1,625
+1,175
184
$68K 0.03%
515
185
$68K 0.03%
1,240
186
$68K 0.03%
539
-34
187
$68K 0.03%
1,013
+11
188
$67K 0.03%
561
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189
$66K 0.03%
3,600
190
$65K 0.03%
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191
$64K 0.03%
1,200
192
$63K 0.03%
518
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193
$62K 0.03%
2,000
194
$61K 0.03%
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195
$61K 0.03%
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196
$60K 0.03%
1,875
197
$59K 0.03%
+1,810
198
$59K 0.03%
1,050
-260
199
$58K 0.03%
969
+116
200
$58K 0.03%
715
+11
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